Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 8 with an interview from Jamie Hopkins. Jamie is currently the CEO of Bryn Mawr Capital Management, CWO of WSFS Bank, Founder and President of FinServ Foundation, Finance Professor of Practice at Creighton University's Heider College of Business, and Founder and Owner of Hopkins Retirement Consulting.We hope you Enjoy!Jamie's LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices/details/experience/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 6 with an interview from Jessica Willis. Jessica is currently the Founder and CEO of Pocketnest, and on the Board of Mt. Elliott MECA Endowment.

We hope you Enjoy!

Jessica's LinkedIn:

https://www.linkedin.com/in/jess-willis/

Rewind Team Podcast LinkedIn:

https://www.linkedin.com/in/jacobcswartz/

WMA website: http://msuwma.com

Contact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 6 with an interview from Dominique Henderson. Dominique is the Founder of The Jumpstart Coaching Lab, a Founder of DJH Capital Management, and the Founder of Advisor Growth System.

We hope you Enjoy!

Dominique's LinkedIn:

https://www.linkedin.com/in/domhendersonsr/

Rewind Team Podcast LinkedIn:

https://www.linkedin.com/in/jacobcswartz/

WMA website:

http://msuwma.comContact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 4 with an interview from Ashby Daniels. Ashby is the Creator of Money Visuals with a Financial Advising history.We hope you Enjoy!Ashby's LinkedIn: https://www.linkedin.com/in/ashbydaniels/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 4 with an interview from Melissa Joy. Melissa is currently a Founder and Financial Planner at Pearl Planning.We hope you Enjoy!Melissa's LinkedIn: https://www.linkedin.com/in/melissanjoy/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Leah Schmid. Leah is a Private Wealth Manager who works for Creative Planning and has her CPA and CFP.

We hope you Enjoy!

Leah's LinkedIn:

https://www.linkedin.com/in/leah-schmid-cpa-cfp%C2%AE-43736637/

Rewind Team Podcast LinkedIn:

https://www.linkedin.com/in/jacobcswartz/

WMA website: http://msuwma.com

Contact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Blair DuQuesnay. Blair is a Lead Advisor at Ritholtz Wealth Management.We hope you Enjoy!Blair's LinkedIn: https://www.linkedin.com/in/blairduquesnay/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind! Today we are going all the way back to Season 1 with an interview from Colin Overweg. Colin is a Founder at Advize Wealth Management and listed on Investopedia Top 100 Financial Advisors in 2023.

We hope you Enjoy!

Colin’s LinkedIn:

https://www.linkedin.com/in/colinoverweg/

Rewind Team Podcast LinkedIn:

https://www.linkedin.com/in/jacobcswartz/

WMA website: http://msuwma.com

Contact: [email protected]

Hello and welcome to the MSU WMA Summer Rewind Season 2! Today we are going all the way back to Season 1 with an interview from Todd McClain. Todd is a partner at Plante Moran Financial Advisors in Detroit, Michigan. We hope you Enjoy!Todds LinkedIn:https://www.linkedin.com/in/mcclaintodd/Rewind Team Podcast LinkedIn:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: [email protected]

Check out this week’s episode as we sit down with Kevin Ward, Senior Advisor at Moneta Group! Kevin has built a career focused on wealth management and a deep passion for building strong client relationships. In this episode, we talk about his path into the financial planning world, his approach to creating meaningful connections with clients, and his take on where the wealth management industry is headed in the future. We hope you enjoy!Kevin's LinkedIn: https://www.linkedin.com/in/kevin-ward-cfp%C2%AE-55518072/Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Steven Bowe - https://www.linkedin.com/in/stevenbowe29/Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/Brandon Klump - https://www.linkedin.com/in/brandon-klumpHannah Bennett - https://www.linkedin.com/in/hannahbennett-/WMA website: http://msuwma.comContact: [email protected]